R.i.t. Wealth Advisors Inc.
● SEC registered since 2026CRD 339934SEC# 801-135761San Luis Obispo, CA
Reg. AUM
$235.4M
Employees
3
Accounts
530
Location
San Luis Obispo, CA
About R.i.t. Wealth Advisors
R.I.T. Wealth Advisors is an independent retirement planning firm coordinating income planning, Social Security, taxes, portfolios, and estates. It does specialized work with high-net-worth retirees beyond generic portfolio management.
Summary based on the firm’s website.
R.i.t. Wealth Advisors Inc. assets under management
R.i.t. Wealth Advisors Inc. operates as an SEC-registered investment adviser based in San Luis Obispo, CA. The firm has been registered since 2026. It reports $235.4 million in regulatory assets under management and employs 3 people.
R.i.t. Wealth Advisors Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Ann Swan Control | Cco | Under 5% | 2026 |
| Kevin James Campbell Control | Principal | Over 75% | 2026 |
Frequently asked questions
How much does R.i.t. Wealth Advisors Inc. manage?
R.i.t. Wealth Advisors Inc. reports $235.4 million in regulatory assets under management on its Form ADV.
How many employees does R.i.t. Wealth Advisors Inc. have?
R.i.t. Wealth Advisors Inc. reports 3 employees.
Where is R.i.t. Wealth Advisors Inc. located?
R.i.t. Wealth Advisors Inc. is based in San Luis Obispo, CA and has been SEC-registered since 2026.
Does R.i.t. Wealth Advisors Inc. disclose fund performance?
R.i.t. Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1326 Chorro Street, San Luis Obispo, CA 93401 |
| Phone | (949) 340-1701 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$235.4Mregulatory AUM
Discretionary $235.4M